Monday morning stalled ActiveCampaign deal digest to Slack
Every Monday at 8am, sweep ActiveCampaign for open deals that have gone cold, rank them by dollar value at risk, and post a prioritized hit list to your sales Slack channel grouped by owner.
Integrations
ActiveCampaign
Slack
Type
Categories
- Sales
Every Monday at 8am in my local timezone, I want an agent that wakes up my sales team with a prioritized list of stalled deals from ActiveCampaign, posted as a single digest in our sales Slack channel.
Trigger: cron, weekly, Mondays at 8am.
Step 1 — pull stalled deals from ActiveCampaign. Use List Deals to fetch every open deal (filter so status is 0, meaning not won and not lost). Order by mdate ascending and paginate gently because the account is capped at about 5 requests per second. Keep only deals whose last modified date (mdate) is older than 14 days. Then drop any deal that has been touched in the last 3 days, so we never double-ping a rep who is already working it.
Step 2 — rank the survivors by dollar value at risk and take the top 10. Remember ActiveCampaign stores deal value in cents, so divide by 100 before showing or comparing dollars in copy.
Step 3 — for each of the top 10 deals, generate a short, concrete re-engagement suggestion (one or two sentences) based on the deal title, the current pipeline stage, the value, and how many days it has been stuck. Then call Create Deal Note on that deal so the suggestion is also written back into ActiveCampaign as a fresh note the owner can see in the CRM.
Step 4 — post one Slack digest using Send a Message to the channel I designate (let me pick the channel ID at setup). Format the digest grouped by deal owner, so each rep sees their own slice in their own section. For each deal show: deal name, owner, value in dollars, days stuck (today minus mdate), current stage, and the proposed nudge. Put the highest-value deal at the top of each owner's group, and sort the groups so the owner with the most value at risk appears first. Use Slack mrkdwn formatting (single asterisks for bold, not double).
If there are zero qualifying deals, post a short, upbeat message saying the pipeline is clean this week instead of skipping the post entirely.
Integrations needed: ActiveCampaign (List Deals, Create Deal Note) and Slack (Send a Message).
What it does
- Pulls every open deal from ActiveCampaign that has not been touched in the last 14 days and is not already being worked this week
- Ranks the stalled deals by dollar value at risk and keeps the top 10 worth fighting for
- Writes a fresh re-engagement note onto each deal in ActiveCampaign so the owner sees a concrete next step in the CRM
- Posts one Monday morning digest in your sales Slack channel, grouped by rep, so every owner sees their own slice at a glance
What you’ll need
- An ActiveCampaign account with deals in your pipeline (any plan that includes the deals CRM)
- A Slack workspace and a channel where your sales team already hangs out
- Permission to post to that Slack channel as yourself
How to customize it
- Change the schedule (run it Tuesday and Thursday, or every weekday at 8am, instead of just Mondays)
- Adjust the staleness window (start nudging after 7 days instead of 14, or skip anything touched in the last 5 days)
- Swap which Slack channel receives the digest, or send each rep their own slice as a direct message instead
- Change the top 10 cap, or scope the sweep to a single pipeline or sales group
- Tweak the tone and length of the suggested next-step note
Use cases
- Daily Digests
- Notifications & Alerts
- AI Reports
